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Utkarsh Mehta - Senior Oracle Cloud Financial Functional Consultant

[email protected]

Location: Cleveland, Ohio, USA

Relocation: Open

Visa: H1B

Utkarsh Mehta Summary: IT Lead with 17+ years proven track record of Oracle E-Business Suite implementation, global rollouts and enhancements including custom components (RICE), complex interfaces and data conversion. Lead day to day activities related to IT Business Applications Finance & Supply Chain processes and demonstrated Functional, Technical, Project Management and Change Management skills. One year of progressive experience in Oracle Fusion Financials application including testing, business process analysis and system integration. Worked and led Order to Cash, Procure to Pay and Acquire to Retire business processes in multiple projects through Oracle E-Business sub-ledgers AR, Advanced Collections, AP, GL, SLA Accounting, FA, CM, EBTax, Purchasing, iReceivables to manage end-to-end implementation, enhancement and customization. Responsible to manage As IS process and use of the Oracle EBS standard functionality in To-BE process. IBM Rational is an application to manage the requirements, test cases & scripts, and change requests and defects. Worked and experienced in Software Development Life Cycle (SDLC) phases Requirement Analysis, Gap-Fit Analysis, Build, Configuration, Functional & Integration Testing, Cut-over activities and Go- live, Post-Implementation Support, End-User Training. Responsible to Identifying business requirements and mapping them into the Oracle E-Business Financials functionality or create custom object to mange the process by creating custom interface. Worked on managing Incidents and Change Requests in ServiceNow application by following SOX compliance. Worked on Oracle Cloud Planning (EPM) for Mfg and Rev Planning cubes using Boomi as integration orchestration tool. Worked on Oracle EPM standard REST APIs and tested through POSTMAN. Collaboration with a cross-functional team and ability to communicate with multiple levels of stakeholders. Technical Skills: Package Solution ERP: Oracle E-Business Applications 12.1.3 and 12.2.8 Financials, Purchasing, Inventory and Order Management, Project Costing & Billing Oracle Cloud Planning (EPM) Certified 2023. ETL: Middle Ware application, SQL database for staging table/view and orchestration Software & Tools: PL/SQL, SQL*Plus, Toad, Financial Reporting Tool, Smart View, OTBI, SharePoint, MS-office, Boomi Education: Master of Science Information Technology Management from Kelley School of Business, Indiana University, Indiana, United States, 2022. (GPA 4.0) Master of Science Chartered Financial Analyst (CFA) from Institute of Chartered Financial Analyst of India (ICFAI), Hyderabad, India 2004. (GPA 3.3) Master of Business Administration (MBA) Finance: Bhavnagar University, India 1998 (GPA 3.3) Bachelor of Science Electronics from Veer Narmad South Gujarat University, Gujarat, India 1996. (GPA3.2) Certification: Oracle Cloud Planning (EPM) Certified 2023 (expiration Jun 18, 2025) Project Management Professional (PMP) (#1606495) Project Management Institute, United States (valid till 2024) Oracle Certified Professional (OCP) Payable track from Oracle University (2009) Professional Experience: Client: Sherwin-Williams, Columbus, OH Duration: August 2024 to Till Date Role: Oracle Fusion Financials - Functional Lead Project: Business Integrated Operating System Cloud Implementation for leading manufacturer, distributer of paint and coating products. Responsibilities: Responsible and leading Sprint wise business requirements, critical issues and working with Oracle High Touch team for delivery of high priority service requests. Leading Oracle Lighthouse program: Responsible to coordinate individual Product Owner and prioritize workstream wise requirement that is enhancement request with Oracle. Working with implementation partner Deloitte on multiple business cycles Order to Invoice, Invoice to Cash and Supplier to Payment to handle Sprint release in JIRA, SIT and UAT test cycles, data conversion and Production Deployment. Co-ordinating efforts with Cloud Admin for Oracle quarterly release, CWB and instance refresh requests from multiple projects through PPM application. Leading the automation efforts in automating the existing manual test scripts used for SIT and UAT. Driving all the efforts various cross functional teams, technical leads and multiple boundary system teams to analyze and review the existing test scripts. Environment: Oracle Fusion Cloud Applications 24C (11.13.24.07.0) Client: Itron Inc., Austin, TX Duration: March 2022 to Aug 2024 Role: Oracle EBS Financial Functional Description: Itron Inc. is in Utility sector manufacturing company Responsibilities: Handled Oracle Applications Release 12.2.8 E-Business Financials - Rollouts, Enhancements Provided support to iProcurement for Cost Management Accounting related to Expense Requisition Managed project to reduce number of EBS Applications incidents by 15%. Provided support and enhancement to Revenue Visibility database to get data from Oracle Receivables for service contract revenue. Worked on Procure to Pay and Order to Cash for business processes enhancement. It includes Oracle AP, Payment Manager, AR, SLA Accounting rule modification, Purchasing, Advanced Collections modules. Configured AR setups Transaction Source and updated Inventory Item Master Org level COGS account as enhancement to resolve the AR Auto Invoice program interface exceptions related to GL Date and invalid COGS account for the FG Items. Updated SLA accounting rule to resolve Cost Management Create Accounting issue. Worked on RMS system for Revenue reporting. Worked on Oracle Cloud Planning (EPM) for Manufacturing and Revenue cube enhancement, Configuration, data extraction, build interfaces and EPM integration from planning cubes. Worked on Functional Design and config of EPM. Ability to build metadata, dimensions, attributes and data integration while working on EPM. Worked and documented Oracle EPM standard REST API payload and data orchestration from Oracle EBS to EPM through Boomi Jobs. Environment: Oracle E-Business 12.2.8 AR, AP, iProcurement, SLA Accounting, GL, Adv Collections, Purchasing, Oracle Enterprise Performance Management Cloud Version 24.05.66 Client: Cummins Inc., Columbus, IN Duration: January 2017 to March 2022 Role: Oracle EBS Financial Functional Description: Cummins Inc. is in Automotive business across world (Fortune 500) Project: Managing Oracle Applications Release 12.1.3 E-Business Financials - Rollouts, Enhancements across global in an overly complex system environment. Responsibilities: Oracle Cloud Financial Exposure: Hands-on experience on Oracle Cloud reporting tools such as OTBI, SmartView, and BI Publisher. Knowledge of org setup, module-specific configurations, role-based data access and ability to do requirement analysis and deliver functional design docs of the mentioned modules. Provided testing assistance in Oracle Cloud (SaaS) based image scanning solution for supplier invoices. Project 1: Oracle EBS Financials implementation for North America, Europe, South America (Brazil) and Asia Responsibilities: End-to-end ownership of project, managing team of 4 resources and worked with multiple stakeholders from requirement gathering to deployment of the IT solutions to production. Responsible for Requirement Questionnaire (As Is), fit-gap analysis, document business processes, manage technical team for code development and review, defect fixing, UAT and prod deployment. Setup of LE, GL Primary and Secondary ledgers, Operating Units and locations based on business requirement depending on geographical area. Manage Procure to Pay and Order to Cash operations, including configuration of Oracle AP, Payment Manager, AR, OM, Inventory, Advanced Collections and iReceivables modules. Worked on reconciliation between subledger, GL and Hyperion ARM balances for Fixed Assets Worked on Oracle R12 IR&ISO Internal Sales Order cycle to map with business requirement. Worked on Inventory setup locations, Item Master, Inventory Master and Sub-Inventory org etc. to handle various functions of Move Order, Material on Hand transaction quantity mismatch, Item control, Sub inventory Transfer and Month end closure. Worked extensively on Auto Lock Box to bring data from external sources to AR interface / base tables. Solution design for integration to get legacy system data to Oracle standard interface to support existing business process. (AP & AR interfaces) Managed mapping the business requirements and translating these requirements into Oracle applications, custom designing solutions (RICE component), technical design and preparation of detailed test plans. Approval and release planning; Entity wise Testing Plan and tracking in Rational Quality (RQM). Application/integration design (RICE Component); ETL based solutions across multiple functional areas and applications; using MW to interface the legacy system data to Oracle EBS. Project 2: Multiple enhancement work on Oracle EBS AP & Payment: Responsibilities: Worked on multiple requirements of creation of Oracle to EDI XML based payment file integration for supplier payment instruction to the bank Collaborate with banks (BofA, Citi bank and HSBC) for host-to-host connection, XML-ISO template creation with mandatory tag name and sending through EDI for payment automation. Collaborated with multiple teams for Oracle EBS integration. Worked with Ariba and S360 cloud-based vendor source system for new BC live on Oracle EBS and meta data and transaction data flow to Oracle. Worked on Procure to Pay business process improvements in Oracle R12 standard Interface data flow through MW as part of ETL, Purchasing, Vendor Master, Accounts Payables, Payment Manager (PPR etc.) and SLA Accounting. Authored various documents based on SDLC cycle which includes Business Functional Requirement analysis, understanding AS-IS & TO-BE process, providing solution design and building RICE components as a part of fit gap analysis, system configuration, testing and signing off. Project 3: Advanced Collections and iReceivables and implementation for UK, US, CN and South Africa Responsibilities: Business Unit wise Collections Strategy and Scoring Components Customer View creation for Customer Master Developed language wise XML templates to use in XML Publisher for customer statement based on site level preference and contact details. Configured Advanced Collections incl. scoring data model, scoring engine and collections strategies. Automated Customer Statement (pdf & excel) and Dunning Letter through email bursting functionality. Managed claim and Dispute process through standard functionality and form personalization. Used AME approval process for iRec self-registration and claim process multi-level approvals. Project 4: Italy Rollout Responsibilities: Worked on rollout plan with multiple stakeholders. Ariba integration with BOLT through MW process Coordination and collaboration with team to manage Oracle EBS module configuration GL, AP, AR modules, custom components migration, test plans and scheduling UAT with users. Participated actively in centralized Project Intake Process to cater the needs from multiple regions Custom report development for Prepayment. Worked on PO Account Generator process to create charge account based on category and Accrual account from Purchasing System Options. Environment: Oracle E-Business 12.1.3 AR, AP, Payment, Advanced Collections, iReceivables, GL, OM, Purchasing Client: Nabors Inc., Houston, TX Description: Operates the world s largest land-based drilling rig fleet in North America, Middle East. Duration: November 2013 to January 2017 Role: Oracle EBS Functional Lead Project: Oracle E-Business R12.1.3 rollouts and enhancement. Responsibilities: Project Mgt Methodologies: Waterfall throughout a project's life cycle of Business Application Reporting/Stakeholder Management: Coordination with users / managers, team members and contractors to set expectations, deliverables, and objectives. Scope and Resource Planning: Ability to identify custom components from requirement and mapping with available resource; Make timeline estimates. Project 1: Oracle Applications R12 E-Business Financials Rollouts and Enhancements for North America, Middle East and South America (Ecuador, Columbia) business Responsibilities: Responsible for implementation of Financials modules AP, OM, AR, GL, FA, Project Costing & Billing; Worked extensively on requirement gathering (As Is study - questionnaire), Solution Design & Visio Process Flow, Functional Spec, Code Review, Functional Testing, UAT sign off, Application Config and production migration. Configured GL Ledgers (PL & SL), AP, AR, CM, FA in multiple environments Dev, SIT, UAT & Prod Managed technical team for customer solution and interfaces that are involved from legacy to Oracle tables through MW. Supplier and Customer Master management during rollouts. Worked in managing scope of the project, requirement gathering and mapping to Oracle functionality as end-to-end solution for Purchasing, AP, AR and GL. Process improvement through integration and automated programs. Hyperion Implementation - Oracle EBS to EPM integration; used Informatica during ETL solution development and implementation; ARM implementation and month end closure activities. Project 2: Enhancement and Integration with Oracle Applications EBS Responsibilities: Salesforce integration with Oracle Accounts Receivable Asset management system integration for AR Invoice interface to handle lead to invoice scenario. Oracle FA Development of custom form (Transfer within LE) to manage rig movements based on company code. Asset management system integration with Oracle FA. Development of custom form for Fixed Assets to manage rig movements based on company code. Environment: Oracle E-Business 12.1 3 AR, AP, Payment, FA, GL, SLA, OM, Purchasing Client: Schlumberger, Houston, TX Description: The world s leading oil field service provider and equipment manufacturer Duration: October 2010 to November 2013 Role: Oracle EBS Business Analyst Project: Oracle E-Business Financials Applications Release 12 rollouts and enhancements Responsibilities: Multiple sites were identified for Oracle EBS rollouts within North America and Canada Managed data conversion activities for Customer and Vendor Master through Oracle APIs and loaded open transactions for AP, AR and GL Journals with reconciliation sign off. Worked extensively on the OM, INV, PO, Advance Pricing and Shipping process to streamline the business process and improve performance and efficiency. Worked on the Drop Ship Process, Back-to-Back Order Process and Internal Requisition Internal Sales Order process IR/ISO. Supplier Master update for Invoice Received Date change in Procure to Pay process AP & AR Open transactions, Vendors and Customer loads to different instances and UAT sign off Oracle standard functionality and mapping with business, Preparing BR100, Functional Document Implemented EB-Tax module-based business requirement. Worked in Project Costing and Billing Configuration based on business requirement. Environment: Oracle E-Business 12.1 AR, AP, Payment, FA, GL, SLA, OM, Purchasing, Project Costing & Billing Client: IBM India Ltd., Pune, India Duration: August 2008 to October 2010 Role: Oracle EBS Solution Consultant Responsibilities: Oracle EBS Financials rollouts for Michelin France a leading tires' manufacturer in Europe Enhancement and roll out work related to Oracle Financials - FS, BR100, process flow and system configuration. AIM methodology: As-Is, Analysis, To Be mapping with Oracle EBS functionality, Requirement gathering, documentation and process flow, BR100, Functional Spec and test plan creation. Managed UAT, sign off and production deployment. Configuration of Oracle financials modules GL/AP/AR/FA/CE in multiple instances during different phase of the project. Working on end-to-end Oracle Projects Costing (Capitalization) and Billing (Revenue) cycles and integration with Oracle Financials subledger to handle the transactions. Environment: Oracle E-Business 12.1 AR, AP, Payment, FA, GL, SLA, Project Costing & Billing Keywords: business intelligence information technology golang container edition purchase order logistics execution microsoft procedural language Arkansas Colorado Ohio Texas